Sterneck Capital Management’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
1,257
| – | – | 0.2% | 63 |
|
|
2025
Q1 | $338K | Hold |
1,257
| – | – | 0.18% | 68 |
|
|
2024
Q4 | $373K | Buy |
1,257
+302
| +32% | +$89.6K | 0.2% | 54 |
|
|
2024
Q3 | $259K | Buy |
+955
| New | +$259K | 0.14% | 73 |
|
|
2017
Q1 | – | Sell |
-19,058
| Closed | -$1.41M | – | 122 |
|
|
2016
Q4 | $1.41M | Sell |
19,058
-310
| -2% | -$23K | 0.91% | 39 |
|
|
2016
Q3 | $1.24M | Sell |
19,368
-660
| -3% | -$42.3K | 0.83% | 41 |
|
|
2016
Q2 | $1.22M | Sell |
20,028
-380
| -2% | -$23.1K | 0.81% | 35 |
|
|
2016
Q1 | $1.25M | Sell |
20,408
-1,135
| -5% | -$69.7K | 0.88% | 34 |
|
|
2015
Q4 | $1.5M | Sell |
21,543
-12,700
| -37% | -$883K | 0.95% | 34 |
|
|
2015
Q3 | $2.54M | Sell |
34,243
-3,667
| -10% | -$272K | 1.67% | 20 |
|
|
2015
Q2 | $2.95M | Buy |
37,910
+2,853
| +8% | +$222K | 1.62% | 20 |
|
|
2015
Q1 | $2.74M | Buy |
+35,057
| New | +$2.74M | 1.47% | 25 |
|